Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,139 | $75,959-44.5% | $154,114-72.7% | $64,181-34.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 0.94% | 30.32%-29.4pp | 735.16%-734.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $547 | $3,350-83.7% | $5,298-89.7% | $2,381-77.0% |
| Participant deferral / active EE | $1,316 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $1,156 | $5,589-79.3% | $13,411-91.4% | $4,887-76.3% |